Insightful Investor #89 - Brock Sutton: Adapting to the AI Era
Sep 23, 2025
In this insightful discussion, Brock Sutton, Head of Emerging Client Capabilities at Capital Group, delves into the transformative impact of AI on business workflows and productivity. He explains the complexities of modern AI and its adoption across industries. Brock offers practical strategies for thriving in an AI-driven world, emphasizing the importance of collaboration and breaking tasks into manageable chunks. He also highlights the significance of proprietary data and the evolving roles humans will play in the future alongside AI.
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What Modern AI Actually Is
- Modern AI combines probabilistic and deterministic compute to act more human-like in dynamic situations.
- That blend enables flexible reasoning plus precise tool use like calculators or search.
The Five-Layer AI Stack
- The AI stack has layers: chips, cloud, models, platforms, and applications, each with different innovation dynamics.
- Models are rapidly improving while platforms give broad access and applications solve specific vertical problems.
AI Commoditizes Analysis; Ideas Matter More
- AI commoditizes analysis and execution similar to how the internet commoditized distribution.
- The valuable complements will be where humans add ideas, direction, and judgment on top of AI.